Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs Mirae Asset Great Consumer Fund compare
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4403 Cr | ₹1599 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Mar 2011 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 33% | 57% |
Expense Ratio | 1.86 | 2.19 |
Manager | Ankit Jain | Ashish Aggarwal |
ISIN Code | INF769K01135 | INF903J01561 |
Exits Load | Mirae Asset Great Consumer Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 4.9% | 3.94% |
6 Month | 21.52% | 17.26% |
1 Year | -3.7% | -2.99% |
3 Year | 17.33% | 15.82% |
5 Year | 21.77% | 19.38% |
SIP Return Analysis
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 8.92% | 6.03% |
1 Year | 19.5% | 13.28% |
3 Year | 18.4% | 17.31% |
5 Year | 18.77% | 17.37% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 16.11% | 13.68% |
3 Year | 17.85% | 13.98% |
5 Year | 17.47% | 12.59% |
Risk Management
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 14.44% | 11.59% |
Sharp | 0.73% | 0.75% |
Beta | 0.94% | 0.88% |
Alpha | 3.11% | 0.71% |
Fund Managers
Scheme Name | Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Ankit Jain | Ashish Aggarwal |
Total AUM | ₹47966 Cr | ₹9635 Cr |
Funds Managed | 4 | 7 |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 4.24 | 7.41 |
Mid Cap | 10.02 | 9.57 |
Large Cap | 62.82 | 69.98 |
Small Cap | 22.92 | 13.04 |
Sector Allocation
Scheme Name |
Mirae Asset Great Consumer Fund - Regular Plan - Growth option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 2.23 | 5.49 |
Consumer Cyclical | 51.13 | 41.9 |
Basic Materials | 7.03 | 1.46 |
Consumer Defensive | 24.63 | 30.76 |
Healthcare | 2.38 | 3.76 |
Industrials | 5.58 | - |
Communication Services | 7 | 11.5 |
Financial Services | - | 3.07 |
Real Estate | - | 2.05 |
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